Peter Bessette is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He previously worked at City National Bank and RBC Capital Markets, with tenures of six and sixteen years, respectively. Bessette is also a partner at Reno Tahoe Wealth Management, providing investment management and wealth planning services. Stratos Wealth Advisors is a multi-team SEC-registered advisory firm with 71 advisors managing approximately $5.57 billion in assets for nearly 5,000 clients. The firm serves individuals, trusts, retirement plans, and institutional accounts with customized portfolio management and a range of advisory solutions through a network of investment advisory representatives.

Erich Brenner is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Stratos in 2024, he worked at RBC Capital Markets, Henry James International Management, and Navellier & Associates, Inc. He serves on the board of First Tee of Northern Nevada, an organization that teaches young people life skills through golf. Stratos Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, retirement plans, and institutional accounts. The firm offers financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting through a network of independent advisory representatives.

Curtis Slothower is a financial advisor at Mutual Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Prime Capital Investment Advisors, Cornerstone Retirement Group, and Merrill. In addition to his advisory role, he operates as an independent insurance agent offering fixed indexed annuities. Mutual Advisors, LLC serves a diverse clientele including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive investment strategies tailored to client objectives, with a notable focus on institutional accounts such as sovereign wealth funds.

Andrea Steiner is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and previously worked at Western International Securities, Inc. and Financial West Group. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis, providing tailored solutions including proprietary model portfolios and access to independent third-party sub-advisors.

Timothy Lewis is a CFP®-certified financial advisor with seven years of industry experience, currently with Eversource Wealth Advisors, LLC. His prior experience includes roles at The Leaders Group, Ratio Wealth Group, and Mass Mutual Life Insurance Company. He also operates an insurance-related business focused on life, long-term care, and disability insurance. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charities, broker-dealers, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and conducts due diligence on private market funds, while also managing private pooled investments and maintaining interests in technology and service providers.

Matthew Rowley is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 credential and five years of industry experience. His prior roles include positions at Foundations Investment Advisors, Visionary Wealth Management, Gibbs Wealth Management, and Freedom Financial & Life. He also serves as an owner and insurance agent at Freedom Retirement Services, LLC. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage portfolios on a discretionary basis.

Bret Glover is a CFP® with 35 years of industry experience, currently serving at NorthRock Partners, LLC since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Bret is also involved in consulting for small business owners through SCB Business Solutions LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach with broad asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human oversight.

Matthew Greiner is a financial advisor with IP Financial Advisory Services LLC and holds a Series 66 designation. He has 15 years of industry experience, including roles at Innovation Partners LLC and the Greiner Group. Outside of advising, he works as a photojournalist for the Nevada Air National Guard and operates a photography business. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio construction and management and refers clients to third-party investment advisors while providing a range of consulting and insurance services.

Jeffrey Martin is a financial advisor at Mutual Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prime Capital Investment Advisors, LLC and Cornerstone Retirement Group, Inc. In addition to his advisory work, he operates as an independent insurance agent offering fixed indexed annuities. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies tailored to client objectives and is notable for its scale, breadth of institutional work, and use of multiple analytical approaches alongside specialized platforms.

Alyson Schafer is a CFP® professional with five years of industry experience, currently serving at Stratos Wealth Advisors LLC since 2024. Her prior work includes roles at RBC Capital Markets, Tahoe Resources, Beacon Trust Company, and Gibson, Dunn & Crutcher, LLP. Schafer also holds a client service specialist role at Reno Tahoe Wealth Management, a registered investment advisor DBA in Reno, NV. Stratos Wealth Advisors, LLC is an SEC-registered, multi-team advisory firm with approximately 71 advisors managing around $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm provides financial planning, portfolio management, and institutional solutions, utilizing a network of independent advisory representatives and maintaining a strategic relationship with SEI entities.

David Lummus is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he is involved in a sole proprietorship related to real estate investment. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Stephen Westlake is a CFP® and ChFC® with 40 years of industry experience. He is currently with NorthRock Partners, LLC and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Westlake is involved in several business ventures including ownership of SCB Ventures, which provides management and employee services for a financial planning business, and he serves on the executive board of Keaton's Childhood Cancer Alliance. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, integrating private market allocations and utilizing AI tools alongside human oversight.

Ryan Hyslop is a CFP® professional with 17 years of industry experience, currently advising at Prospera Financial Services, Inc. since 2020. His prior experience includes roles at Morgan Stanley and Edward Jones, spanning over a decade. Outside his advisory work, he is the owner of Arthur Holdings LLC, an entity used for managing business expenses related to wealth planning. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Thomas Palecek is a financial advisor with Summit Trail Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Barclays Capital Inc. and Summit Trail Securities, LLC. He serves as a board member for Trans Pacific Networks Cayman Holdings and is a manager and committee member of Icon Recovery Fund LLC, both unpaid positions. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm provides portfolio management, financial planning, family-office services, and retirement plan advisory, employing an investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes with an open-architecture approach.

Scott Koch is a Series 65-licensed advisor at Monograph Wealth Advisors, LLC with one year of industry experience. Prior to joining Monograph, he was involved with the Reissa Foundation for nine years. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services, wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements, utilizes third-party sub-advisors, and incorporates alternative investments and a wealth-management SaaS platform in its client solutions.

Anthony Cardenas is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Tuttle Capital Management and as a self-employed advisor. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Kevin Fitzwilson is a registered investment advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Coldstream Capital Management since 1997. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets across about 4,165 clients, offering portfolio management, financial and retirement planning, family advisory, and retirement plan advisory services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Adam Newton is a financial advisor with Lanark Financial, Inc. in Carson City, NV, holding a Series 66 designation and 19 years of industry experience. He has worked at NBC Securities, Inc. since 2008. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers both discretionary and non-discretionary arrangements.

Phillip Mahoney is a CFP® with 33 years of industry experience and is currently affiliated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial, RBC Capital Markets, Legacy Wealth Planning, and Mariner Independent Advisor Network. He also facilitates clients' estate planning processes, focusing on appointment coordination and plan completion. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model using both proprietary and third-party investment solutions tailored to client goals and risk tolerances.

Mark Levy is a financial advisor with Private Advisor Group, LLC in Reno, NV, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior work includes roles at LPL Financial, LLC, RBC Capital Markets, Legacy Wealth Planning, LLC, and the Mariner Independent Advisor Network. He is also involved with an incorporated business, Mark Levy Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model using proprietary and third-party platforms and strategies.